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May 19, 2026
Hardware
Robotics
AI
Startups
Technology
Lenny's Podcast
Listen on: Spotify | YouTube | Apple Podcasts | Podlink (1 h 39 m)
Topics: AI | Hardware | Robotics | Startups | Technology
Caitlin Kalinowski, former hardware leader at OpenAI, Meta and Apple, explains why AI is pushing builders into robotics, drones and physical products.
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She argues software gains will saturate, making the physical world the next frontier for AI.
She breaks down why hardware needs strict goals, fewer redesigns, and ruthless focus on reliability, yield and cost.
She warns that supply chain shocks, memory shortages and unsafe humanoids will shape the next hardware wave.
There's a meteor called Memory Prices that are coming for consumer hardware and robotics — Caitlin Kalinowski